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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 92 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 PUT LOVESAC COMPANY 6,400.0 $95K +2K +56.1% $14.77
1822 PUT QVC GROUP INC 43,300.0 $94K +24K +122.0% $2.17
1823 PUT EQUILLIUM INC 46,800.0 $94K +46K +10000.0% $2.00
1824 GOTU GAOTU TECHEDU INC Consumer Defensive 47,703.0 $93K +44K +1272.8% $1.96 -10.2%
1825 PUT ICHOR HOLDINGS 2,000.0 $93K +1K +150.0% $46.61
1826 PUT LENNOX INTL INC 200.0 $93K +100.0 +100.0% $464.13
1827 CALL ACCEL ENTERTAINMENT INC 8,500.0 $93K +2K +41.7% $10.91
1828 PUT INNOVEX INTERNATIONAL INC 3,800.0 $93K +4K +1166.7% $24.39
1829 PUT ATMOS ENERGY CORP 500.0 $92K +300.0 +150.0% $184.72
1830 CALL NEUROCRINE BIOSCIENCES INC 700.0 $92K +200.0 +40.0% $131.74
1831 CALL BOSTON BEER INC 400.0 $92K +300.0 +300.0% $230.40
1832 CALL DELCATH SYS INC 9,900.0 $92K +1K +16.5% $9.28
1833 CALL OOMA INC 6,300.0 $92K +4K +215.0% $14.55
1834 CALL DIGI INTL INC 1,900.0 $92K +2K +1800.0% $48.20
1835 PUT JONES LANG LASALLE INC 300.0 $91K +100.0 +50.0% $304.32
1836 CALL CHENIERE ENERGY PARTNERS L P 1,400.0 $90K +500.0 +55.6% $64.63
1837 PUT NEXSTAR MEDIA GROUP INC 500.0 $90K +300.0 +150.0% $180.83
1838 PUT AURA MINERALS INC 1,100.0 $90K +1K +1000.0% $81.60
1839 PUT KB FINL GROUP INC 900.0 $90K +400.0 +80.0% $99.73
1840 CALL NEONODE INC 64,000.0 $90K +17K +36.2% $1.40
Page 92 of 131  ·  2,617 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%